Filed March 31, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $125,072 |
SAMET & COMPANY PC2+ years Service code 10 · EIN 04-3027605 | Accounting | $18,750 |
MINTZ, LEVIN, COHN, FERRIS, GLOVSKY2+ years Filed as: MINTZ LEVIN COHN FERRIS GLOVSKY Service code 29 · EIN 04-2718459 | Legal | $15,531 |
ALTMAN & CRONIN BENEFIT CONSULTANTS2+ years Filed as: ALTMAN & CRONIN BENEFIT CONS, LLC Service code 16 · EIN 94-3253397 | Consulting | $12,105 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $9,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,667 | $3,611,051-99.3% | $123,892-78.5% | $329,111-91.9% |
| Participation rate | 8.0% | 60.7%-52.8pp | 81.4%-73.5pp | 67.9%-59.9pp |
| Annual return | 9.35% | 14.13%-4.8pp | 47.52%-38.2pp | 16.35%-7.0pp |
| Employer contribution / active EE | $0 | $1,947-100.0% | $4,617-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $636 | $4,426-85.6% | $5,984-89.4% | $3,682-82.7% |
| Admin fee / account holder | $100 | $9,731-99.0% | $8,357-98.8% | $754-86.7% |